Billing shows the workspace's trial or subscription state, plan, seats, and available billing actions. Trial access and credits are workspace entitlements; they are not client funds or invoice credits.
Review plan eligibility before depending on plan-gated capabilities such as custom domains or certain integrations.
Payments connects the firm's supported payment provider and reports readiness. Complete provider onboarding, confirm the destination business, and test a controlled payment before enabling client use.
Payment connection status does not itself issue an invoice or move trust money.
Invoice settings define presentation and workflow defaults such as firm identity, numbering, terms, reminders, and payment instructions where supported. Defaults reduce repetitive entry, but each invoice still requires review for client, matter, period, fee basis, currency, and recipient.